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Disclosery

BRO BROWN & BROWN INC

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Stock (common), issuer CIK 79282

910 managers (932 13F filers) reported a position in BRO shares at 2025-06-30, 266,493,475 shares in all. 119 filers opened a position and 100 filers sold out during the quarter.

Managers
910
13F filers
932
New
119
Added
371
Reduced
307
Sold out
100
Shares held by filers
266,493,475

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sound Income Strategies, LLC253$28.1K<0.01%-84813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC245$27.2K<0.01%+2213F-HRTimelineGroup
GW&K Investment Management, LLC243$27K<0.01%-17613F-HRTimeline
MOTCO293$26.8K<0.01%new13F-HRTimeline
Kings Path Partners LLC231$25.6K0.01%013F-HRTimeline
Piscataqua Savings Bank204$22.6K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC198$22K<0.01%-2013F-HRTimeline
Quarry LP198$22K0.01%new13F-HRTimeline
Solstein Capital, LLC192$21.3K0.01%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC196$21K<0.01%-3,00513F-HRTimelineGroup
Clearstead Trust, LLC189$21K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC189$21K0.01%+18813F-HRTimeline
Key Financial Inc187$20.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC183$20.3K<0.01%+17713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.171$18.9K0.01%-3513F-HRTimeline
ROTHSCHILD INVESTMENT LLC167$18.5K<0.01%+2613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp166$18.4K<0.01%-8813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC154$17.1K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC150$16.6K0.01%013F-HRTimeline
Truvestments Capital LLC149$16.5K<0.01%013F-HRTimeline
Red Tortoise LLC147$16.3K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC171$16.2K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.142$15.7K<0.01%new13F-HRTimelineGroup
SRH ADVISORS, LLC136$15.1K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC134$14.9K0.02%-1213F-HRTimeline
Rise Advisors, LLC129$14.3K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV124$13.8K<0.01%+1013F-HRTimeline
Accredited Wealth Management, LLC124$13.7K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…120$13.3K<0.01%+513F-HRTimelineGroup
Private Wealth Management Group, LLC113$12.5K<0.01%+2813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP111$12.3K<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC109$12.1K<0.01%-713F-HRTimeline
Whipplewood Advisors, LLC107$11.9K0.01%-8813F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.106$11.8K<0.01%-1613F-HRTimelineGroup
HHM Wealth Advisors, LLC100$11.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$11.1K<0.01%-1,04113F-HRTimelineGroup
DUNCKER STREETT & CO INC93$10.3K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC90$10K0.01%013F-HRTimeline
Westside Investment Management, Inc.91$9.91K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.88$9.76K<0.01%013F-HRTimeline
MTM Investment Management, LLC85$9.42K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC84$9.31K<0.01%013F-HRTimeline
Fortitude Family Office, LLC80$8.87K<0.01%+2313F-HRTimeline
GFG Capital, LLC73$8.09K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC72$7.98K0.01%013F-HRTimeline
Millstone Evans Group, LLC71$7.87K0.01%-3113F-HRTimeline
Copia Wealth Management70$7.76K0.01%013F-HRTimeline
First Pacific Financial68$7.54K<0.01%+2413F-HRTimeline
Transce3nd, LLC66$7.32K<0.01%-313F-HRTimeline
Hughes Financial Services, LLC77$7.07K<0.01%+713F-HRTimeline
Trifecta Capital Advisors, LLC62$6.87K<0.01%+3813F-HRTimeline
Creative Capital Management Investments…61$6.76K<0.01%new13F-HRTimeline
CENTRAL TRUST Co57$6.32K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.57$6.32K<0.01%013F-HRTimeline
Avion Wealth55$6K<0.01%+1013F-HR/ATimeline
City State Bank54$5.99K<0.01%013F-HRTimeline
Howard Hughes Medical Institute51$5.65K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC50$5.54K<0.01%+4213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.48$5.32K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc47$5.21K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC46$5.1K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC46$5.1K<0.01%-313F-HRTimeline
JDM Financial Group LLC45$4.99K<0.01%013F-HRTimeline
Activest Wealth Management44$4.88K<0.01%-413F-HRTimeline
Cornerstone Planning Group LLC52$4.77K<0.01%+2213F-HRTimeline
Geneos Wealth Management Inc.40$4.43K<0.01%+413F-HRTimeline
YANKCOM Partnership40$4.43K<0.01%new13F-HRTimeline
Abound Wealth Management39$4.32K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.39$4.32K<0.01%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp38$4.21K<0.01%new13F-HRTimelineGroup
Sachetta, LLC38$4.21K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC35$3.88K<0.01%+213F-HRTimeline
CVA Family Office, LLC34$3.77K<0.01%-1813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31$3.44K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC28$3.1K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC25$2.77K<0.01%013F-HRTimeline
LRI Investments, LLC24$2.61K<0.01%+113F-HRTimeline
First Command Advisory Services, Inc.23$2.55K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.20$2.22K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc20$2.22K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST19$2.11K<0.01%013F-HRTimeline
Dunhill Financial, LLC17$1.91K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.17$1.89K<0.01%-1413F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.17$1.89K<0.01%013F-HRTimeline
DT Investment Partners, LLC15$1.66K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.14$1.55K<0.01%-2113F-HRTimeline
Essential Partners LLC14$1.55K<0.01%13F-HRTimeline
True Wealth Design, LLC13$1.44K<0.01%-213F-HRTimeline
Kilter Group LLC13$1.44K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC13$1.44K<0.01%+613F-HRTimeline
Clark Wealth Partners13$1.44K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC12$1.33K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.11$1.22K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$1.11K<0.01%013F-HRTimeline
Stephens Consulting, LLC9$998<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC9$998<0.01%+513F-HRTimeline
Bare Financial Services, Inc8$887<0.01%013F-HRTimeline
WealthTrak Capital Management LLC8$887<0.01%013F-HRTimeline
Salomon & Ludwin, LLC8$862<0.01%-3313F-HRTimeline
American Capital Advisory, LLC7$777<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.6$666<0.01%new13F-HRTimeline
WestEnd Advisors, LLC6$665<0.01%-113F-HRTimeline
Parkworth Wealth Management, Inc.6$665<0.01%013F-HRTimeline
Quaker Wealth Management, LLC5$555<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC5$555<0.01%+113F-HRTimeline
DecisionPoint Financial, LLC4$436<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$111<0.01%-6313F-HR/ATimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC1$111<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd216$70-11913F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.